See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,226 | $138,044+73.3% | $125,339+90.9% | $134,475+77.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.66% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,099 | $5,243+16.3% | $4,814+26.7% | $4,740+28.7% |
| Participant deferral / active EE | $20,510 | $7,799+163.0% | $7,446+175.4% | $6,400+220.5% |
| Admin fee / account holder | $5,951 | $11,571-48.6% | $10,010-40.5% | $11,426-47.9% |